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WC
(CAN) Associé, équipe de produits santé-beauté
Walmart Canada
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- Contract
Added 7 mins ago
WC
(CAN) OMNI Assistant Manager
Walmart Canada
Slave Lake, AB
- Full-time
Position Summary...To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable…
Added 7 mins ago
WC
(CAN) Customer Service Manager
Walmart Canada
Cold Lake, AB
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 7 mins ago
WC
(CAN) Front End Assistant Manager
Walmart Canada
Slave Lake, AB
- Full-time
Position Summary...To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable…
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WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Dauphin, MB
- Full-time
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WC
(CAN) Associé, équipe de produits santé-beauté
Walmart Canada
Montreal, QC
- Full-time
Added 7 mins ago
WC
Consumables Associate
Walmart Canada
Dryden, ON
- Full-time
Added 7 mins ago
WC
(CAN) Cashier
Walmart Canada
Lloydminster, AB
- Full-time
Added 7 mins ago
WC
(CAN) Cashier
Walmart Canada
Quesnel, BC
- Full-time
Added 7 mins ago
WC
(CAN) Consumables Associate
Walmart Canada
Quesnel, BC
- Full-time
Added 7 mins ago
WC
(CAN) Caissier
Walmart Canada
Sept-Îles, QC
- Contract
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WC
(CAN) Préposé aux caisses libre-service
Walmart Canada
Saint-Eustache, QC
- Full-time
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WC
(CAN) Caissier
Walmart Canada
Saint-Eustache, QC
- Full-time
Added 7 mins ago
WC
(CAN) Cashier
Walmart Canada
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Contract
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WC
(CAN) Health and Beauty Team Associate
Walmart Canada
Peterborough, ON
- Full-time
Added 7 mins ago
WC
(CAN) Health and Beauty Team Associate
Walmart Canada
Sussex, NB
- Full-time
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WC
(CAN) Consumables Associate
Walmart Canada
Leduc, AB
- Full-time
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WC
(CAN) Directs Store Delivery Associate
Walmart Canada
AB · Edmonton, AB
- Full-time
Added 7 mins ago
WC
(CAN) Asset Protection Associate
Walmart Canada
Leduc, AB
- Full-time
Added 7 mins ago
CA
Financial Analyst
Centurion Associates Inc
Toronto, ON
- Full-time
Added 7 mins ago
B+
Accounting Analyst
Bausch + Lomb
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Added 7 mins ago
S
Media Sales Strategist – Calgary, AB
Stingray
Calgary, AB
- Full-time
We are currently looking for a Media Sales Strategist to join our Calgary team! This position reports to the General Sales Manager.
Added 7 mins ago
WC
Full Time District Relief Pharmacist
Walmart Canada
Mississauga, ON
- Full-time
Position Summary...The Relief Pharmacist assists the Pharmacy Manager and the Staff Pharmacist in all aspects of Pharmacy Operations.
Added 7 mins ago
LP
Revenue Coordinator - Elmhurst, Illinois
LAZ Parking
Burlington, ON
- $26 to $28 USD / hour
- Full-time
Added 7 mins ago
TS
Senior Inside Sales Representative (Stainless Steel industry)
TalentSphere Staffing Solutions
Montreal, QC
- Full-time

Richardson Wealth Ltd

Managed Accounts Analyst

Toronto, ON, Canada

The expected annualized base salary range for this role is $60,000-$70,000.

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Job details

Pay: The expected annualized base salary range for this role is $60,000-$70,000.
Experience: 1–3 years of experience in a Separately Managed Account (SMA) or Unified Managed Account (UMA) program.
Posting language: English
Posted: Nov 3, 2026

Original job description

Who We Are:

As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Position Overview

Reporting to the Manager of Managed Accounts, the incumbent will be responsible for account data management and trading operations within the Managed Accounts group. The ideal candidate will have a solid understanding of investment markets, strong organizational skills, a client-service mindset, and the ability to work effectively under time constraints.

This is an existing vacancy

Duties and Responsibilities

Trading and Modeling: Implementing model changes from Investment Advisors and third-party sub-advisors
Data Reconciliation & Reporting: Managing data transmission workflows, identifying and resolving discrepancies between custodial systems and the trading platform, ensure timely resolution
Account Management Support: Assisting with daily service requests, clearing debits, and processing FX conversions.
Compliance & Risk Oversight: Conducting post-trade review and auditing client holdings against model weights.
Advisor Team Support: Monitoring incoming inquiries, providing first-point troubleshooting, and escalating unresolved issues as needed.
Other Duties: perform additional duties as assigned

Qualifications

1–3 years of experience in a Separately Managed Account (SMA) or Unified Managed Account (UMA) program.
Strong service orientation, demonstrated through professional client interactions and high-quality service delivery.
Experience with portfolio management tools or Envestnet is an asset.
Proficiency in Microsoft Office Suite.
Ability to work independently with minimal supervision.
Strong attention to detail and accuracy.
Excellent organizational, interpersonal, written, and verbal communication skills.
Ability to perform effectively under time constraints and high-volume workloads.
Flexible, proactive, and a strong team player.

Education

Investment Representatives Licensed preferred
An undergraduate degree in Math, Business or Computer Science preferred

The expected annualized base salary range for this role is $60,000-$70,000. The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity. Richardson offers a competitive total rewards package in addition to the base pay (where applicable), which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.

Why Apply:

Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.

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More about this job

Responsibilities

The incumbent will manage account data, execute trading operations, and ensure accurate data reconciliation between custodial systems and trading platforms. Additionally, they will provide support for service requests, conduct compliance audits, and assist advisor teams with troubleshooting inquiries.

Requirements

Candidates should have 1–3 years of experience in SMA or UMA programs and possess strong organizational and client-service skills. An undergraduate degree in Math, Business, or Computer Science and professional investment representative licensing are preferred.

Skills

Account data management
Trading operations
Investment markets
Data reconciliation
Portfolio management
Envestnet
Microsoft Office Suite
Compliance
Risk oversight
Client service
Troubleshooting
Communication skills
Attention to detail
Organizational skills

Benefits

Performance-based incentive plan
Comprehensive health & dental benefits
Group RRSP matching plan
Paid time off

Visa sponsorship

Not detected in the job text

Keywords

Managed Accounts
Wealth Management
Trading
Data Reconciliation
SMA
UMA
Envestnet
Portfolio Management
Compliance
Risk Oversight
Investment Advisors
Client Service
Microsoft Office
Financial Services
Reporting
FX Conversions
Model Weights
Auditing

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